Intelligence & Automation glossary
Browse the site's published reference terms and opted-in content.
3 entries in this view.
A
AI AssistantGlossary term
Drafts and triages routine work (like emails or document summaries) for a human to review and approve, rather than acting on its own.
E
Email Triage and SummariesGlossary term
Automatic sorting and summarizing of incoming client emails so staff can see what needs action without reading every message in full.
R
Reporting and AnalyticsGlossary term
Dashboards and reports built on the firm's own practice data — pipeline, jobs, time, and billing — used to track performance across the firm.